Tu and Lei discuss the significance of CATL's launch of it EVOGO battery swap solution, the first major blockbuster news in China's EV, AV and mobility space in the new year. In particular, what it means to NIO and other OEMs as well as the challenges that CATL could confront as it expands from a B2B battery supplier to a B2C battery swap solutions provider.
They then talk about Jidu's new logo and concept teaser, and close out the pod discussing policy updates on EV subsidies and purchase tax exemption.